AI TOOL PROFILE
Deal Puzzles: CPQ and Quote Automation Software
- Sales
- Sales Enablement
- SaaS companies
- Sales teams
- RevOps managers
- Finance teams
Pricing
Pricing starts at $49 per month for the Starter plan, which has no user limit. Enterprise pricing is custom and includes dedicated RevOps consulting and custom ERP integrations.
At a glance
- Best for
- SaaS companies, Sales teams, RevOps managers, Finance teams
- Key use cases
- Quote Automation, Closing and Signing, Billing and Collections, Self-Service Quoting
- Integrations
- Zoho, Stripe, Hubspot, Monday.com
- Official website
- Visit Deal Puzzles official website
How AI is used
Deal Puzzles is a Configure, Price, Quote (CPQ) platform that acts as middleware to connect a business's toolset into a quote-to-cash workflow. It is designed for SaaS companies to manage the process from creating a tailored quote to obtaining a signed contract and activating a subscription.
The software is intended for sales teams, RevOps, and finance departments who need to generate custom pricing and packaging. It includes an AI Composer for quote generation and integrated payment processing to reduce manual steps between closing a deal and receiving payment.
Buyers should confirm if they require basic quote automation or custom ERP integrations, as the latter is available through the Enterprise plan. Buyers should also verify that the supported payment methods align with their customers' preferences.
Key Features
AI Composer
Supports generating and tailoring custom quotes using AI.
Quote Puzzle Configuration
Includes tools for setting up pricing rules, products, and plans.
Shareable Quote Links
Allows businesses to distribute quotes via links for customer access.
E-Signature Options
Supports collecting electronic signatures within the quote flow.
Payment Processing
Supports credit card, ACH, and recurring payment collection.
Payment Tracking
Allows teams to monitor payments in real time.
Use Cases
Quote Automation
Configuring pricing and generating tailored quotes for prospective customers.
Closing and Signing
Sending quotes for e-signature to finalize agreements.
Billing and Collections
Collecting payments via ACH or credit card and managing recurring billing.
Self-Service Quoting
Using shareable links to let customers interact with and accept quotes.
Integrations
- Zoho
- Stripe
- Hubspot
- Monday.com
FAQ
What is Deal Puzzles?
- Deal Puzzles is a CPQ (Configure, Price, Quote) platform that helps automate the process of creating quotes, obtaining signatures, and collecting payments for SaaS companies.
How much does Deal Puzzles cost?
- The Starter plan begins at $49 per month with no limit on users. Enterprise pricing is custom and based on specific business needs.
Does Deal Puzzles integrate with CRMs?
- Yes, it supports integrations with tools including HubSpot, Zoho, and Monday.com.
Can Deal Puzzles handle recurring payments?
- Yes, the platform is designed to support credit card, ACH, and recurring payment processing.
Source category: Sales
Source subcategory: Sales Enablement
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